“Are you a fiduciary?”
Yes. As a CFP® professional and an AAMS® professional, I am held to the fiduciary standard [...]
“Are you a fee-only financial advisor?”
At 310 Wealth Planning, we have chosen to not be fee-only. As CFP® professionals, we're bo [...]
“Where are you located?”
We are located in West Michigan, more specifically the greater Kalamazoo area. We work wit [...]
“Why should I work with you over the guy down the road?”
While the traditional "financial advisor" may not work with you because you don't have $50 [...]
“Do I need a certain amount of money in order to work with you?”
Nope! We have no asset minimums, and work with all clients regardless of the number in the [...]
“Why do I need a financial planner?”
Everything that a financial planner knows is on the internet. Anyone can DIY their finance [...]
“Why do you work with business owners?”
We work with business owners because we are business owners. We understand that the lines [...]
